Financial Solutions Operations

Overview:

Provides support to the sales team assisting with quoting and all back-office processes associated with TD SYNNEX Capital’s business. Performs customer engagements, quote follow up, pipeline management, and provides operational functions for financial solutions. 

Essential Duties & Responsibilities Required

• Supports TD SYNNEX Capital sales team

• Act as a point of contact that is responsible for the back-office processes associated with financial solutions transactions

• May on occasion create quotations at the direction of a sales team member, or other vendor requested quotation for financial transactions

• Works with external customers to ensure understanding and adherence to the funding process(es)

• Reviews all finance documents and bank invoices for completeness and accuracy

• Prepares financial documents and obtains information and signatures from external customers as needed

• Tracks incoming payments and provides advice to Accounting regarding application

• Performs in depth external customer credit review and releases orders per established guidelines

• Tracks orders to completion and obtains necessary serial numbers on product

• Ensures proper data mapping between sales system and financing system

• Coordination and liaising between TD SYNNEX Capital and internal customers

• Troubleshooting for internal and external customers

• Works with management to establish reporting cadence

• Attend meetings with financial solutions vendors to review outstanding work

Qualifications

Experience:

• 3+ Years of relevant work experience in administrative and financial processes.

• Financial Solutions or Sales Operations experience a plus.

• Speak and write fluent English (Advanced C1/ C2).

• Experience reviewing financial documents and bank invoices for completeness and accuracy

• Microsoft Office Excel.

Education & Certifications: 

• Associate Degree with Business, Administrative, Financial or related Field of Study preferred.

Required Knowledge, Skills & Abilities:

• Possesses strong data entry skills.
• Able to perform basic mathematical calculations.
• Able to recognize and attend to important details with accuracy and efficiency.
• Able to communicate clearly and convey necessary information.
• Able to negotiate skillfully, promote/sell ideas persuasively, and close transactions with mutually beneficial results.
• Possesses strong multi-cultural interpersonal skills.
• Possesses strong organizational and time management skills, driving tasks to completion.
• Able to constructively work under stress and pressure when faced with high workloads and deadlines.
• Able to maintain and promote social, ethical, and organizational standards in conducting internal and external business activities.
• Able to work independently with minimum supervision.
• Able to be immobile for long extended periods.
• Able to build solid, effective working relationships with others.
• Able to exhibit ability to be sensitive to the needs, concerns, and feelings of others.
• Able to quickly learn new systems and technology.
• Able to use relevant computer system applications at an intermediate level.

Key Skills

Microsoft Excel, Organization, Preparation of Financial Reports, Time Management, interpersonal skills.

Key Skills

What’s In It For You?

• Elective Benefits: Our programs are tailored to your country to best accommodate your lifestyle.
• Grow Your Career: Accelerate your path to success (and keep up with the future) with formal programs on leadership and professional development, and many more on-demand courses.
• Elevate Your Personal Well-Being: Boost your financial, physical, and mental well-being through seminars, events, and our global Life Empowerment Assistance Program.
• Diversity, Equity & Inclusion: It’s not just a phrase to us; valuing every voice is how we succeed. Join us in celebrating our global diversity through inclusive education, meaningful peer-to-peer conversations, and equitable growth and development opportunities.
• Make the Most of our Global Organization: Network with other new co-workers within your first 30 days through our onboarding program.
• Connect with Your Community: Participate in internal, peer-led inclusive communities and activities, including business resource groups, local volunteering events, and more environmental and social initiatives.

Don’t meet every single requirement? Apply anyway.

At TD SYNNEX, we’re proud to be recognized as a great place to work and a leader in the promotion and practice of diversity, equity and inclusion. If you’re excited about working for our company and believe you’re a good fit for this role, we encourage you to apply. You may be exactly the person we’re looking for!